RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.96M
3
+$4.64M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.51M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.1M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.77M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.21M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$47.9B
$83.1M 13.51%
263,959
+32,488
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$25.3B
$56.1M 9.12%
679,736
+42,511
BND icon
3
Vanguard Total Bond Market
BND
$147B
$49.6M 8.07%
669,857
+67,012
SPYG icon
4
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$36.4M 5.92%
341,218
-5,299
RSP icon
5
Invesco S&P 500 Equal Weight ETF
RSP
$78.9B
$29.1M 4.73%
151,988
+14,804
SCHF icon
6
Schwab International Equity ETF
SCHF
$57.6B
$26.6M 4.32%
1,106,210
+697
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$26.5M 4.32%
493,816
-41,101
SPYV icon
8
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.5B
$26.5M 4.3%
465,712
-16,158
AAPL icon
9
Apple
AAPL
$3.8T
$25.6M 4.17%
94,290
+2,060
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$201B
$17.1M 2.77%
273,119
-10,600
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$94.4B
$17M 2.76%
141,414
+25,758
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$16.3M 2.65%
323,987
+2,253
IEFA icon
13
iShares Core MSCI EAFE ETF
IEFA
$170B
$15.6M 2.54%
174,716
-42,094
VUG icon
14
Vanguard Growth ETF
VUG
$203B
$14.6M 2.37%
29,862
-36
VTV icon
15
Vanguard Value ETF
VTV
$164B
$10.7M 1.73%
55,862
+872
VIOV icon
16
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.58B
$9.93M 1.61%
101,526
-2,383
BNDX icon
17
Vanguard Total International Bond ETF
BNDX
$74.7B
$9.24M 1.5%
191,282
+13,360
BTC
18
Grayscale Bitcoin Mini Trust ETF
BTC
$4.16B
$7.61M 1.24%
196,580
-29,708
NVDA icon
19
NVIDIA
NVDA
$4.55T
$6.47M 1.05%
34,713
+2,187
VTWG icon
20
Vanguard Russell 2000 Growth ETF
VTWG
$1.24B
$5.35M 0.87%
22,652
-770
MSFT icon
21
Microsoft
MSFT
$3.39T
$5.29M 0.86%
10,946
-552
SPEM icon
22
SPDR Portfolio Emerging Markets ETF
SPEM
$16.1B
$5.04M 0.82%
107,591
-1,687
GDLC
23
GRAYSCALE DIGITAL LG CAP
GDLC
$580M
$4.64M 0.75%
+112,313
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.02T
$4.06M 0.66%
12,958
+1,112
PLTR icon
25
Palantir
PLTR
$422B
$3.98M 0.65%
22,411
-343
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